Financial Services Assistant

Job Overview

We are seeking a detail-oriented and organized Financial Services Assistant to support daily financial operations and administrative activities. The role involves maintaining accurate financial records, assisting with transaction processing, preparing reports, and responding to client inquiries.

The ideal candidate has solid analytical and organizational skills, communicates professionally, and understands the importance of accuracy, confidentiality, and established procedures when handling financial information.

Key Responsibilities

- Transaction Support: Assist with processing financial transactions, including deposits, withdrawals, and transfers, in accordance with authorized procedures.
- Financial Records: Maintain accurate account records, review transaction details, and assist with account reconciliations.
- Reporting: Help prepare financial summaries, account balance reports, and other operational documents.
- Client Assistance: Respond to routine client inquiries regarding account documentation, transaction updates, and general service information.
- Account Administration: Support client onboarding by collecting, reviewing, and organizing required documentation in accordance with applicable procedures.
- Data Confidentiality: Handle sensitive financial and personal information responsibly and follow company privacy and data security policies.
- Compliance Support: Follow internal controls and applicable procedures for financial documentation, transaction processing, and record retention.
- Operational Improvements: Assist with identifying record discrepancies and improving administrative workflows.
- Team Coordination:



Work with colleagues to ensure financial records and client requests are handled accurately and efficiently.

Qualifications and Skills

- Knowledge of basic accounting principles, financial records, and reconciliation procedures.
- Familiarity with financial services or investment-related terminology is an asset.
- Strong attention to detail and the ability to identify inconsistencies in data.
- Good written and verbal communication skills.
- Proficiency in Microsoft Excel and familiarity with accounting software, customer relationship management systems, or financial databases.
- Ability to organize information, prioritize tasks, and meet established deadlines.
- Professional approach to handling confidential information.
- Willingness to learn internal procedures and applicable financial compliance requirements.

Experience Previous experience in financial administration, accounting support, banking operations, customer service, or a related office environment is an asset. Candidates with transferable administrative and analytical skills are also encouraged to apply if they meet the position's requirements.

Work Environment

This position focuses on financial administration, transaction support, record management, and client service. The successful candidate will work with established procedures and collaborate with team members to support accurate and efficient daily operations.

Applicants should be prepared to follow the company's operational guidelines and maintain appropriate standards of accuracy, confidentiality, and professionalism.

Pay: $18.79-$33.01 per hour

Expected hours: 20.0 – 40.0 per week

Benefits

- Dental care
- Flexible schedule
- On-site parking

Work Location: In person

📌 Financial Services Assistant (Ottawa)
🏢 Green Pine Financial Services
📍 Ottawa